Wednesday, February 06, 2008

Missouri for Obama - unless you are AP

AP made a bad call on Missouri last night but otherwise the exit polling held up well. I was pissed in fact that they don't share this like they used to. When I saw the CA exit poll data from CNN, which very oddly leaves off the key total indicating the winner but include the female and male components and population percentages which should give you a good "exit poll winner" after a couple of math hoops and the assumption that males and females are voting in proportion to their state population.....hmm... but is this reasonable assumption?

I think folks make way too much of the challenges of exit polling. In general exit polling is good, but sometimes it is not. In 2000 the exit polling for Florida was fine - people *thought* they'd voted for Gore when in fact many ballots were spoiled due to double vote for Buchanon and Gore. This spoiled butterfly ballot factor clearly lost the race for Gore (crystal clear by the way if you missed the later analysis) even though it was not contested by him in the infamous Supreme Court decision which actually did not make a difference in the outcome.

So -Exit polls are good, but not always correct. Welcome to math.

Tuesday, February 05, 2008

Clinton to Win CA - Exit polls

Despite a powerful showing in other states by Barack Obama, Hilary Clinton appears poised to win the California Primary, tonight's big prize in the Democratic Primary Contest.

Exit polls make it clear she's got the race and with 15% of the vote in she's way up:
http://www.cnn.com/ELECTION/2008/primaries/results/state/#CA

Democratic primary math

RealclearPolitics has great coverage of the campaign math. Although it's a simplification, the delegate counts for the top big states at 11pm EST assuming current % stay the same and proportionality is the same as the main voting percentages (VERY approximate here!)

Obama Clinton
CA
NY 88 137
IL 101 49
GA 63 34
NJ 46 56
MA 36 55
-----------------------
334 331

Wow, that's close!

Clinton v Obama - how will California Vote?

Super Tuesday may end with no clear Democratic winner. Clinton and Obama are trading victories in several Eastern states. Only 5 states have more than 100 delegates at stake (CA, NY, IL, GA, NJ), and since they are proportional in most cases you need to win big to reap a big delegate advantage.

Clinton won New York, Obama Illinois, Obama Georgia, and Clinton NJ. The big California prize is still up for grabs with those polls closing in about ten minutes, at 8pm PST.

McCain looking very strong for Republicans

As Super Tuesday results pour in McCain is looking like the likely republican winner. Huckabee is strongly positioned to win 6+ states, and whether this hurt Romney or not will be debated for some time in the Republican party. Most likely scenario right now? McCain Huckabee ticket in the fall.

Huckabee wins West Virginia

In perhaps a sign of the demise of Romney, Mike Huckabee just won the WV primary and many delegates in that conservative state. A rumor suggested that McCain supporters went to Huckabee

David Brooks suggested today on MSNBC that the data is not really suggesting that Huckabee is a Romney spoiler, noting that for Huckabee supporters McCain tends to be the second choice. The WV results support this notion.

Super ... Tuesday ... is here!

Super Tuesday has arrived and the pundits are notably ... quiet with respect to all but obvious predictions. Some pundits are not even calling this for McCain who appears, based on polling, very likely to be today's big winner as he is likely to lock up the Republican nomination today. Some conservatives are suggesting that Huckabee will be the spoiler in this for Romney in that most Huckabee support would have gone to Romney in a two way race. The fourth contender, Ron Paul, is popular online but shows little support in the national polls.

The Democrat race appears closer as many polls show Obama and Clinton in a "dead heat" nationally going into the race. However the edge would still be for Clinton since she has more superdelegate supporters, and in the Democratic race they form some 20% of the delegate total.

On Charlie Rose last night Harold Ford, chairman of the Democratic National Committee, suggested that it could be trouble for the Democrats if they don't pick a nominee today. He suggested that continued primary "fighting" could lead to an erosion of support in the face of a unified Republican effort.

Saturday, February 02, 2008

Maine goes for Romney

The Maine Republican Caucuses were today and Mitt Romney is the big winner with about 52% of the vote after 57% of the precincts have reported.

The media attention has focused now almost entirely on Tuesday's mega primary event and the national polls, where McCain and Clinton appear to have the election won. However few are ready to totally count out Romney or Obama.

Hey, it's sort of like the Superbowl. Patriots looking like the winners, but nobody wants to bet their life on it.

Clinton, McCain, Romney, Obama vie for the big prize

It is not clear that Tuesday's mega election event will bring clear primary winners but certainly it'll bring a lot of excitement to the US Presidential campaign.

Most pundits are predicting a McCain win for the Republicans but many won't pick a winner in the Clinton Obama race, which polls indicate may be tightening over this last week. Obama took in a spectacular 30+ million dollars in January. Only McCain appears somewhat strapped for cash as we head into the time when candidates are spending millions every day to spread their word to a national audience. I'm guessing Romney will have a superbowl ad and perhaps others as well, though even massive TV time seems unlikely to have a huge impact this late in the game. That said, many voters make up their mind in the last days or even minutes of the election. In that case it would not hurt to have made a positive impact on Sunday.

Thursday, January 31, 2008

Arnold Schwarzenegger will endorse John McCain

Popular California Governor Arnold Schwarzenegger will endorse John McCain, probably this week. This comes at a critical time in the Republican primary and with only Romney and McCain left as serious candidates. Although Ron Paul and Mike Huckabee remain in the race neither of them is polling at anything like the levels of McCain and Romney, or can run enough ads to turn things around in time for "Super Tuesday" when many states will cast votes.

Despite what most felt was a strong debate performance last night, Romney's chances appear to be dimming as John McCain scoops up more prominent endorsments. There is some confusion right now as to Romney's campaign spending plans - some reports suggest he'll have a major media push in California and perhaps nationally but others say his national spend will be modest, perhaps an acknowledgement that McCain is looking like the likely nominee.

Arnold Schwarzenegger will endorse John McCain

Popular California Governor Arnold Schwarzenegger will endorse John McCain, probably this week. This comes at a critical time in the Republican primary and with only Romney and McCain left as serious candidates. Although Ron Paul and Mike Huckabee remain in the race neither of them is polling at anything like the levels of McCain and Romney, or can run enough ads to turn things around in time for "Super Tuesday" when many states will cast votes.

Despite what most felt was a strong debate performance last night, Romney's chances appear to be dimming as John McCain scoops up more prominent endorsments. There is some confusion right now as to Romney's campaign spending plans - some reports suggest he'll have a major media push in California and perhaps nationally but others say his national spend will be modest, perhaps an acknowledgement that McCain is looking like the likely nominee.
Schwarzenegger

Twitter the President? Nope.

Tech President wonders if Twitter could be the breakout technology for the 2008 Election.

Ummm - no. No way. Twitter has far too few participants to matter in a national election. Sure it should be part of a social media strategy - probably more so than the weak current usage I've seen from several campaigns using proxys to submit for their candidates as twitterees, but only Myspace and Facebook have the huge national reach that would make them worth a lot of attention by a candidate.

Wednesday, January 30, 2008

Is Nader Nuts?

Ralph Nader:

John Edwards, the banner of Democratic Party populism, is dropping out, and Dennis Kucinich dropped out earlier, so in terms of voters who are at least interested in having major areas of injustice, depravations, and solutions discussed in a presidential campaign, they might be interested in my exploratory effort...

I'd suggest there is no way Nader could even reach the pitiful support levels of Dennis Kucinich, and Nader's bizarre notion that he can is yet another indication of his failing mental coherence and relevance to the national political scene.

Nader is correct that the old style populism embraced by Edwards and pseudo-socialist economics embraced by Kucinich match Nader's odd worldview, but I don't think Nader understands the degree to which his former support base has eroded, and also the strategic errors he made by failing to negotiate a deal with Al Gore - a deal that would have made Gore the president in 2000 and could have given Nader huge influence in certain areas.

John Edwards drops out of Democratic Primary

In a move that has surprised many pundits, John Edwards has dropped out of the democratic race. In New Orleans he said that Obama and Clinton had both pledged to make ending poverty a key cause of their campaigns:

"they will make ending poverty central to their campaign for the presidency."
"This is the cause of my life and I now have their commitment to engage in this cause,"


It's not clear how much Edwards support will flow to Clinton and Obama though the next set of tracking polls should be very interesting. I'd wildly guess it'll split about equally between Clinton and Obama.

Dick Morris was suggesting that the Florida results indicated Obama is moving up fast on Clinton, citing the fact that those who made a last minute decision were split between the two where earlier deciders went for Clinton. I'm not clear he's got the math right on this however, since this tell us something about "last minute deciders" rather than about the broader electorate. He felt this was like a tracking poll trending strongly in Obama's favor, but I think that is not mathematically sound reasoning.

McCain Wins Florida by 5%

John McCain soundly beat second place Mitt Romney in Florida, winning 36% of the vote in that key Republican primary. Giuliani will now drop out and endorse McCain.

Clinton "won" Florida as well for the democrats, but the delegates there currently are not eligible to participate at the national convention though many suggest they eventually will be allowed. In fact this could become a key point if the race gets close. A supreme irony would be a democratic convention where the Florida delegate ruling would determine the outcome.

Heading into mega primary Tuesday we find the Democrats and Republicans in two fairly close races between Clinton and Obama and McCain and Romney. Although I'm not nearly as confident as before I still think Clinton will win after a strong Tuesday showing. I'm not nearly as confident about a Romney victory - something seemed to derail his upward trend and it may simply be that McCain is a known quantity and that comforts voters.

Tuesday, January 29, 2008

Florida Primary: McCain vs Romney will be close

Most pundits are predicting a McCain win for Florida. I have not followed this one very close but my gut says that Romney will win and by a decent margin. Why? New Hampshire's polling fiasco suggest there may be a hidden voting block that does not participate in the polls but does participate in the elections. If Clinton's surprise NH victory is any indication this block could be "Senior Women" who are a large block that votes religiously. Who will senior Republican women support in Florida? Maybe McCain because he's an appealing character, but I think they'll vote disproportionately for the young, vigorous, and handsome Romney who appears far more "Presidential" and in command than McCain, who is older than many voters.

But I would not bet on this outcome....too many variables in play.

Betting on the President

Intrade is an actual gambling venue where you can bet on the various candidates to win primaries and the general election. It these gamblers are right, we'll see a McCain v Clinton General Election in the fall. At Intrade, both Obama and Romney only have about a third of the betting action chance to win their respective primaries.

Intrade odds on the 2008 elections

Monday, January 28, 2008

Superdelegates are almost 20% of the vote in Democratic primary.

Underreported in the mainstream media is the significant role played by Democratic "superdelegates" in the primary process. 20% of the delegates at the convention are superdelegates. A list of these delegates along with their endorsements so far is HERE. Considering Clinton's large lead in the polls her clear superdelegate lead is also very significant. In fact one could argue that the superdelegate approach - by design - helps give a significant edge to political insiders like Hilary Clinton.

Clinton v Obama on February 5th. Mainstream media analysis has gone from worthless to opportunistic.

President Picker still thinks Hilary Clinton will be the nominee of the Democrats, and that the victory will be clear next Tuesday after the national primaries. Obama's speeches are both inspired and we think he's credible, but several factors continue to favor Clinton:

Polling shows Clinton with substantial voting leads almost across the board. RealClearPolitics.com has the best polling coverage and Clinton looks fairly solid. It'll be interesting to see how the Kennedy endorsement of Obama today affects the tracking polls tomorrow, but I'm guessing this was a media event that'll have little national impact on Obama's poll numbers.

So why does the media keep gushing over relatively insignificant events and aspects of the race? Because they LOVE a horserace, and they've helped make one happen by overstating Obama's chances, overstating Bill Clinton's positive and negative influences, and overstating the tensions in what has been a remarkably civil and dignified campaign.

With several exceptions such as the always frank and honest Pat Buchanon, many Republican analysts appear to me to be nothing short of deceptive with their glowing pseudo-endorsements of Obama, hoping to either create a weaker opponent for their Republican preference or (more likely) begin the tear-down of Hilary Clinton as early as possible.

Predictions? As always we are happy to give them. Clinton will consolidate here position and effectively win the democratic primary next week. Romney and McCain will remain close and that race will go down to the wire, perhaps depending on last minute negative campaign tactics, and probably going to the Republican convenion for a winner.

Look for Clinton to win very graciously and bring Obama on as her VP nominee quickly, consolidating the votes of two key groups in the general election: Women and African Americans.

Kennedy Endorses Obama

Ted Kennedy has endorsed Barack Obama. Although most of the media, almost gushing over the announcement, suggests this is a very positive development for the Obama campaign, I think that on balance this may not bode well for Obama.

First, the Kennedy endorsement consolidates Obama's position as the most liberal of the two key players. Yet he was already very popular among the most liberal factions of the Democratic party. Strategically, how will this endorsement affect the votes of the suburban soccer moms and moderate Democrats? I'd suggest it will push them firmly into the Clinton camp. Also significant is that even if Obama wins the Democratic nomination it's clear that painting himself as a "left wing liberal" will not help in the general election. The Democrat is *almost certain* to get the liberal vote regardless of the candidate lineups on either the Democrat or Republican side. The key battleground in the election will be the undecided, indecisive middle of the road voters who I predict want to see balanced and moderate forces prevail. As GW Bush did in 2000, Obama has masterfully portrayed himself as a "reach across the aisle" candidate. Kennedy's endorsement will not lend much support to this assertion.